We are live on ! Find out more
TSI

TCW Strategic Income Fund
TSI

63 hedge funds and large institutions have $72.8M invested in TCW Strategic Income Fund in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

15% more capital invested

Capital invested by funds: $63.4M → $72.8M (+$9.44M)

7% more funds holding

Funds holding: 59 → 63 (+4)

5.73% more ownership

Funds ownership: 25.77% → 31.5% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
17
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$8.1M
2
RVPG
Relative Value Partners Group
+$3.17M
3
SIA
Sit Investment Associates
Minnesota
+$2.57M
4
BI
Berkeley Inc
Idaho
+$2.14M
5
RP
Riverbridge Partners
Minnesota
+$583K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.89M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$539K
3
LSC
Logan Stone Capital
Illinois
-$349K
4
Invesco
Invesco
Georgia
-$297K
5
NCM
Northside Capital Management
Oregon
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$231K +$2.97K +600 +1%
TSS
27
Two Sigma Securities
New York
$211K +$129K +26,048 +147%
CIC
28
Carnegie Investment Counsel
Ohio
$190K – – –
CP
29
Cumberland Partners
Ontario, Canada
$169K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$168K -$30.6K -6,193 -15%
NSIM
31
North Star Investment Management
Illinois
$151K – – –
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$147K +$151K +30,426 New
MWM
33
Merriman Wealth Management
Washington
$131K – – –
RFN
34
RDA Financial Network
Iowa
$119K +$233 +47 +0.2%
RIA
35
Regal Investment Advisors
Michigan
$112K – – –
LCM
36
Landscape Capital Management
New Jersey
$102K +$1.59K +322 +2%
LPL Financial
37
LPL Financial
California
$102K +$2.75K +555 +3%
PMG
38
ProVise Management Group
Florida
$91K -$9.21K -1,860 -9%
DWT
39
Dorsey & Whitney Trust
South Dakota
$89K – – –
Bank of America
40
Bank of America
North Carolina
$87K -$97.6K -19,726 -52%
WT
41
Whittier Trust
California
$85K – – –
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$79K – – –
LGWM
43
Litman Gregory Wealth Management
California
$78K +$80.2K +16,200 New
IWC
44
Integrated Wealth Concepts
Massachusetts
$77K +$78.7K +15,900 New
WMA
45
Wealth Management Associates
New Jersey
$72.5K -$3.54K -716 -5%
HI
46
Harbour Investments
Wisconsin
$62K +$63.3K +12,791 New
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$61K +$62.2K +12,559 New
FWM
48
Focused Wealth Management
New York
$49K +$218 +44 +0.4%
APA
49
American Portfolios Advisors
New York
$44.2K – – –
BCWM
50
Bartlett & Co Wealth Management
Ohio
$34.2K – – –
1
2
3

TSI Hedge Fund Activity: Q2 2022 in Review

63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in TCW Strategic Income Fund (TSI) for Q2 2022, worth a combined $72.8M — up 15% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TSI positions and 10 closed out — a net gain of 4 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $8.1M. The largest seller was Morgan Stanley, cutting an estimated $2.89M.

  • 63 institutional investors held TCW Strategic Income Fund (TSI) as of Q2 2022, up from 59 in Q1 2022.
  • Funds reported $72.8M of TCW Strategic Income Fund stock for Q2 2022, up 15% quarter-over-quarter.
  • 14 funds opened new TCW Strategic Income Fund positions in Q2 2022 and 10 closed out, a net change of +4 holders.
  • The largest TCW Strategic Income Fund buyer in Q2 2022 was 1607 Capital Partners, an estimated $8.1M added.
  • The largest TCW Strategic Income Fund seller in Q2 2022 was Morgan Stanley, an estimated $2.89M sold.

Based on aggregated 13F filings for Q2 2022.